Your Partner for Capital Markets

Transform your deals management capabilities

A CRM that goes beyond contact management, delivering security, confidentiality, and intelligence within transaction workflows.

Demystifying
institutional equities

Bringing your Research, Sales & Trading business to the forefront. Driving greater transparency and accountability across the service value chain.

Earn it.

Objectivity, discretion, and integrity are fundamental to your client relationships. Let us help you preserve them, while you seek business from your clients.
You want to drive greater relevance in all your customer engagements. We help you drive better curation of opportunities to your clients.
Your CRM should promote objectivity; remove information silos and tunnel vision; and boost client trust and confidence. We help you achieve that with minimum fuss and effort.

There is a high probability your business fits the Pareto Principle – 80% of your revenues come from 20% of your clients.
Generating recurring revenue from your existing clients, while growing your footprint in the market is of critical importance to you.
We help you drive greater intelligence from your CRM data to ensure higher probability of deal success over time.
There is continuous pressure on you to add value to your client base. We marry activity intelligence with relationship strengths to drive superior client engagement.

Your clients share business plans, product details, and commercial secrets and forecasts with you. You need to ensure such intelligence is stored securely and confidentially.
Maintaining deal (or transaction) level confidentiality and secrecy is of paramount importance to you. We ensure each transaction is always secured for secrecy and confidentiality.
Ensuring all client data around transactions are maintained entirely within deal teams and protected from other areas of the organizations or individuals. We deliver complete peace of mind on this front!